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- Learn how to use declarative agents in Microsoft 365 Copilot to automate tasks and workflows.
By the end of this module, you're able to:
- Evaluate whether a declarative agent is appropriate to extend Microsoft 365 Copilot for your scenario.
- Describe how the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot.
- Learn how to create, configure, and optimize declarative agents using TypeSpec. Unlock new scenarios and empower users to get answers from all your business data.
By the end of this module, you'll be able to:
- Explain the purpose and benefits of TypeSpec in its role in creating declarative agents.
- Build a basic declarative agent using TypeSpec and the Microsoft 365 Agents Toolkit in Visual Studio Code.
- Configure and customize an agent's behavior, including adding conversation starters and testing its functionality in Microsoft 365 Copilot.
- Integrate advanced capabilities into a declarative agent, such as web content, OneDrive/SharePoint data, Teams messages, and Python-based code interpretation.
- Validate and deploy a fully functional agent tailored to meet specific organizational needs.
- Determine the scenarios for which actions for declarative agents with API plugins are suitable. Describe the function of API plugins.
By the end of this module, you're able to:
- Evaluate whether extending your declarative agent with an API plugin action is suitable for your scenario.
- Describe how API plugins enable a declarative agent to retrieve and modify external data.
- Build a declarative agent for Microsoft 365 Copilot optimized for a specific scenario. Bring actions to your agent with API plugins to access external data in real-time.
By the end of this module, you're able to:
- Design a declarative agent with actions using an API plugin
- Integrate a declarative agent with an API plugin connected to an anonymous API
- Run declarative agent with an API plugin in Microsoft 365 Copilot to validate the results
- Learn how to enhance the user experience of declarative agents by using Adaptive Cards to render API data visually. Create and configure Adaptive Card templates, integrate them into API plugins, and test the setup in Microsoft 365 Copilot. Learn the practical steps for building and previewing Adaptive Cards in Visual Studio Code.
By the end of this module, you're able to:
- Create an Adaptive Card template that shows the data from the API.
- Verify that the Adaptive Card template correctly renders API data.
- Configure the API plugin to render the data using the Adaptive Card template.
- Upload your declarative agent to Microsoft 365 Copilot and validate the results.
- When building apps for work, you typically integrate with secured APIs. Learn about the two common ways of how APIs are secured – API key and OAuth2, and how to integrate with them when building an API plugin for declarative agents that run in Microsoft 365 Copilot.
By the end of this module, you're able to:
- Identify how an API is secured
- Design a secure way to integrate an API plugin for Microsoft 365 Copilot with an API
- Integrate an API plugin with an API secured with an API key
- Integrate an API plugin with an API secured with OAuth2
- Run the API plugin in Microsoft 365 Copilot to validate the results
- Learn the fundamentals of Copilot connectors, how they enable Microsoft 365 Copilot to access external data, and best practices for secure integration.
By the end of this module, you'll be able to:
- Describe the role and benefits of Copilot connectors in Microsoft 365.
- Explain how external connections and schemas work.
- Explore methods for data retrieval and transformation.
- Understand access controls and security trimming for data protection.
- Assess your knowledge with a module quiz.
- A purely practical, hands-on walkthrough of creating a Microsoft 365 Copilot connector using Visual Studio Code and the Microsoft 365 Agents Toolkit. Learn to ingest data from a public GitHub repository's issues into Microsoft Graph for Copilot to use.
By the end of this module, you'll be able to:
- Scaffold a new Copilot connector project using the Microsoft 365 Agents Toolkit in VS Code.
- Configure the connector to pull data from a public GitHub repository's issues.
- Execute the connector to ingest GitHub issues into Microsoft Graph and verify successful indexing.
- Extend the connector's schema by adding new properties and reingesting data.
- Learn how to effectively manage Microsoft 365 Copilot connectors after deployment. Master operational tasks including monitoring, troubleshooting, security management, and performance optimization.
By the end of this module, you'll be able to:
- Monitor connector operations and manage connection states effectively using the Microsoft 365 admin center.
- Diagnose and resolve common connector issues using error codes, logs, and diagnostic tools.
- Review and manage access permissions to ensure proper security governance and data protection.
- Optimize connector performance through crawl scheduling, quota management, and capacity planning.
